# Page 2 | OptiMantra Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is OptiMantra the right Electronic Medical Records solution for you? Explore 85 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/159365/OptiMantra/reviews --- OptiMantra 4.8 (85) [View alternatives](https://www.capterra.com/p/159365/OptiMantra/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of OptiMantra ## Showing most helpful reviews Showing 26-50 of 85 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use KC Kayli C. Owner, Medical Provider Medical Practice Used the software for: 6-12 months ### "I've used 8 different EHRs (large and small) and this is, by far, the best I've found." March 12, 2026 5.0 I have used many EHR's during my career, but this is the first one I've been able to choose. I'm so happy I found Optimantra suggested in an online forum. I've been very pleased with the product and I deeply appreciate the pricing options for part-time and non-physician providers. This is, by far, the best EHR I've ever encountered. Pros I really love the variety of options available for documenting patient visits, from custom forms, dot phrases to AI integrated scribe services. There's something for every brain and I'm finding a combination of all available options is working well for me! Cons The self-onboarding is definitely do-able, but can feel overwhelming at times. It would be nice if there were more options for small solo practices for one-on-one onboarding. That being said, working with support has always been pleasant and helpful when I have reached out. Alternatives considered [Valant EHR Suite](https://www.capterra.com/p/81298/Valant-Behavioral-Health-EHR/)[Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/)[ICANotes](https://www.capterra.com/p/17102/ICANotes/)[SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[Osmind](https://www.capterra.com/p/240577/Osmind/) Reason for choosing OptiMantra The interface was more appealing that others that I tried in addition to being more geared toward medical providers (vs. Simple Practice). I also found the price to be very reasonable and I liked the variety of options for documentation. Switched from [AdvancedMD EHR](https://www.capterra.com/p/114601/AdvancedEHR/) My last job used AdvancedMD. When I began my private practice I had to find a new EHR. Review Source JS Jean S. President Health, Wellness and Fitness Used the software for: 6-12 months ### "Very good value and service." April 22, 2026 5.0 Very good experience onboarding, generally fast response to tickets. If there is ever a downtime, it's brief, which is important. Pros The cost is very reasonable. And, it's easy to add services and modify prices. I like the way I can directly text and email patients and send documents via fax or email. Cons Lack of flexibility in scheduling appointments- can only do 15 minute increments. I would prefer 20 minute slots. I would also prefer a better way to order imaging rather than go through the lab workflow. The orders are difficult for radiology departments to read and I cannot specify left or right x-ray or MRI. I can only specify the laterality in the diagnosis which is not adequate for many facilities so I have to rewrite orders. Switched from [ModMed](https://www.capterra.com/p/124590/EMA/) Cost was excessive by any calculation and they kept trying to see me more costly features. Review Source Response from OptiMantra April 23, 2026 Thank you so much for sharing your feedback! I want to note that you can adjust your appointments to 20 minute slots by navigating within the platform to Settings > Scheduling > Org Settings. "Time slot duration on calendar" can be adjusted to 20 minutes here. If you navigate to Settings > Clinical Integrations > Labs & Diagnostics templates, you can create favorite templates for preferred imaging! This includes adding the location (left/right) in the test name. When you're ready to use your favorite templates, they will be easily accessible on the requisition right beside the 'add imaging' button. Thank you again for taking the time to review OptiMantra! BD Brandon D. Psychiatric Mental Health Practitioner Mental Health Care Used the software for: 6-12 months ### "Lots of problems overall, some good features " March 11, 2026 2.0 I would say avoid and honestly I wish I kept searching for another software rather than settling for this option. Customer service is very disappointing and seldom able to actually solve or help issues that arise. Pros Billing is nice because you can have lots of control over how and what you bill. I also really like the medication ordering Cons Very glitchy and lots of documentation issues with drop down menus, and overlapping screens where boxes and columns becomes merged together. Alternatives considered [Tebra](https://www.capterra.com/p/129169/Tebra/) Reason for choosing OptiMantra Cost was very reasonable which at the time we were focused on Switched from [AdvancedMD EHR](https://www.capterra.com/p/114601/AdvancedEHR/) High billing cost and clearing house was not meeting its requirements Review Source LC Leivys C. provider PA Health, Wellness and Fitness Used the software for: 6-12 months ### "Great EHR for Direct-Pay and Membership-Based Clinics" March 5, 2026 5.0 Overall, OptiMantra is a powerful platform for small to medium practices, especially those operating with membership models, wellness programs, or direct-pay services. Once the system is configured, it becomes an efficient tool to manage both clinical documentation and practice operations. It may not be the most intuitive system initially, but its flexibility and integrated features make it a strong option for modern independent clinics. Pros Excellent for membership-based and direct-pay clinics Integrated billing and subscription management Customizable patient tags and workflows Good patient management and scheduling Allows clinics to manage both clinical and business operations in one system Cons The interface could be more intuitive for new users Some features require manual setup and customization Reporting and analytics could be more advanced Initial onboarding may take time to fully configure workflows Alternatives considered [Tebra](https://www.capterra.com/p/129169/Tebra/)[DrChrono](https://www.capterra.com/p/89392/drchrono-Practice-Management/)[athenaOne](https://www.capterra.com/p/98735/athenaOne/) Reason for choosing OptiMantra Many users ultimately choose OptiMantra because it is more affordable and flexible for direct-pay clinics. Review Source PM Patricia M. Medical Director Provider Medical Practice Used the software for: Less than 6 months ### "FNP-BC, Practice owner " March 17, 2026 5.0 Pros As a healthcare provider, implementing OptiMantra into my practice has been a game changer for both clinical workflow and overall efficiency. The platform is intuitive, well-organized, and clearly designed with integrative and aesthetic practices in mind. From charting to patient communication and membership management, everything is seamlessly integrated into one system. I especially appreciate the customizable templates and SOAP note functionality, which streamline documentation without sacrificing clinical detail. The ability to manage packages, memberships, and recurring services is a major advantage for practices offering wellness, hormone therapy, and aesthetic treatments. Customer support has also been consistently responsive and knowledgeable, which is critical when onboarding a new system or troubleshooting in real time. Cons One area for improvement is the scheduling interface. While it is functional, it can feel less intuitive compared to the rest of the platform and could benefit from a more streamlined, user-friendly design, particularly for practices managing multiple services, providers, and appointment types. Also the patient profile screen is cumbersome. Switched from [Aesthetic Record](https://www.capterra.com/p/162938/Aesthetic-Record/) A few months ago. Needed a more robust system Review Source TP THOMASA P. Nurse Practitioner Health, Wellness and Fitness Used the software for: 6-12 months ### "Great experience overall. " May 12, 2025 5.0 Very good one. So far every feature has been useful although a learning curve is mandatory. The supply management has been the hardest to use so I avoid it. Pros I love the flow of the EHR system and the customer service support team with their quick response to tickets. Cons The patient educational handout link under email system has a drop down but no search engine so you have to scroll until you find the handout you want. It is cumbersome when you have a long list of handouts. Alternatives considered [Elation](https://www.capterra.com/p/147889/ElationHealth/)[athenaOne](https://www.capterra.com/p/98735/athenaOne/) Reason for choosing OptiMantra cost was very important for me. They were too expensive for my small clinic Switched from [RXNT](https://www.capterra.com/p/110018/rxnt/) I hated their system. It did not flow in every possible way Review Source PL Patricia L. Clinic Director Alternative Medicine Used the software for: 1-2 years ### "Such a fantastic system!" April 30, 2025 5.0 We opted for the supported onboarding, available for an additional fee. It was inexpensive for the support it provided. We had a great guy, \[sensitive content hidden\], who helped us get up and running. Ongoing support has been fast and effective. If there is a problem, it gets fixed quickly. I feel so fortunate to have found this system. It's been perfect for us, exactly what we needed. I sure appreciate how everyone is so helpful. Pros I wish I had OptiMantra 20 years ago! We've had OM for a year now. It's a wonderful system, with inventory, and options for multiple types of integration. It's just perfect for for our Chiropractic/Naturopathic/Functional Medicine/ Massage Therapy office. In my experience it is very responsive, and once I learned the system, it was easy to use. I love that our clients can now reschedule online themselves, through their portals, if they need to change an appointment. We both appreciate being able to have HIPAA compliant messaging through the portal as well. Pricing is very reasonable for my small clinic. I truly appreciate this system. Cons I can't say there is anything I particularly dislike. So I do not have anything helpful to share here. Alternatives considered [zHealth](https://www.capterra.com/p/162807/zHealthEHR/) Reason for choosing OptiMantra The major reason we chose OM was because of the options it had such as inventory and patient portals. We also liked that it had an integration with Fullscript and labs. Pricing was very helpful for us as well. Switched from [TPS Cloud Axis](https://www.capterra.com/p/235606/TPS-Cloud-Axis/) We had been planning to move totally to electronic a number of years prior, after having just the front desk functions be electronic, but EON Systems went out of business and was no longer supported. (I'm not sure the option TPS Cloud Axis in above question is correct. We did not have a Cloud based program). Finally we were able to identify OptiMantra as a good solution to our needs. Review Source EL Ellen L. Nurse Practitioner Health, Wellness and Fitness Used the software for: 6-12 months ### "Great EMAR Overall With Excellent Customer Support" May 1, 2025 5.0 overall very good experience. I do recommend Optimantra to anyone who asks! Pros I love optimantra! It has made my processes so easy. I am a solo provider so it has been super important for things to be easy, efficient, and streamlined. I absolutely love optimantra's daily office hours too. I just jump on those zoom calls when I need help with something. Their customer service is phenomenal. if I could give them more than 5 stars I would. Cons If Ic oudl change one thing, I would make it easier to add consent forms to an appointment in real time. When an appt is scheduled, we should be able to check boxes for which consent forms we want added to the kiosk. That way it would not have to be configured as an add-on ahead of time. The thing I like least is just that every additional add-on service is an added cost. Luckily their basic plan lasted me quite a while before having to add-on features. I do wish there was a very clear way to view the patient experience on optimantra, for each individual patient. Alternatives considered [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/)[Aesthetic Record](https://www.capterra.com/p/162938/Aesthetic-Record/) Reason for choosing OptiMantra better reviews of optimantra from colleagues. Review Source LS Lori S. Physician Medical Practice Used the software for: Less than 6 months ### "Overall a Winner!" March 16, 2026 5.0 Communications are fast and easy, learning curve is not bad and I love new features being added. I am glad my colleagues recommended it to me. Pros Optimantra is easy to learn for both myself and my patients. Setting up appointments, HIPPA compliant communications, sending documents is all straightforward. Cons I will have to open multiple screens to see information when writing a patient message, like wanting to double check a medication dose. Alternatives considered [athenaOne](https://www.capterra.com/p/98735/athenaOne/)[Practice Better](https://www.capterra.com/p/159263/Better/) Reason for choosing OptiMantra Better pricing and integrations. Talking with support was better. Switched from [Epic](https://www.capterra.com/p/122278/EpicCare-EMR/)[Practice Better](https://www.capterra.com/p/159263/Better/) Better pricing and better features and support. Review Source MH Mandy H. PMHNP Medical Practice Used the software for: 6-12 months ### "Amazing EMR!" May 28, 2025 5.0 Customer service is great! \[sensitive content hidden\] was easy to work with to set up billing and never got tired of my questions. Now that we use it every day, it makes my practice super easy! Pros Easy to use. Notes are simple. I love the eRX is built in and billing is a one step process. We love it! Cons I cannot send prescriptions on optimantra when I log in on my phone. I'm not sure if this is an issue with MDToolbox or Optimantra. Fixing this issue would help when I am mobile and do not have my laptop with me. Alternatives considered [CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/) Reason for choosing OptiMantra Easy to use and so many features all in one! Review Source Response from OptiMantra May 29, 2025 Hi Mandy, thank you for the kind review! I'm so glad you reached out about your eprescribing on mobile. Is this just for controlled substances? Because any controlled substances require two-factor authentication in MDToolbox to be sent, you can't use your phone to send it and use the same phone's VIPapp to authenticate (as that wouldn't be compliant). You would be able to send controlled prescriptions from the app if you would like to instead move to a FOB as your authenticator. Our team is happy to share more information about this if it's helpful! BF BARBARA F. PROVIDER AND OWNER Medical Practice Used the software for: Less than 6 months ### "LOVE MY OPTIMANTRA!!" March 5, 2026 5.0 IT HAS BEEN GREAT AS THE SUPPORT IS THERE FOR YOU AND THE LEARNING CURVE IS REAL BUT LIKE ANYTHING IT TAKES TIME TO ADJUST TO SOMETHING NEW. Pros VALUE FOR THE MONEY. SECURITY, PATIENTS MANAGEMENT, PATIENT RECORDS AND CHARTING, GREAT SUPPORT SYSTEM! Cons LEARNING CURVE. HOWEVER, THEY ARE MAKING ADJUSTMENT AND CHANGES TO MAKE IT EASIER TO LEARN THE SYSTEM. Switched from [PracticeQ](https://www.capterra.com/p/10013530/PracticeQ/) NEEDED MORE FEATURES AND EASE OF FINDING THINGS IN ONE PLACE Review Source JL Jennifer L. Nurse Practitioner Medical Practice Used the software for: 6-12 months ### "Lots of Features!" May 4, 2025 5.0 I love OptiMantra! I have fax, lab integrations with Rupa Lab and Quest so the labs come right to my emr. The consent forms are easy to make, I can send e prescriptions. Now they have Zoom for the telehealth visits which has been great and Deep Cura their AI addition which helps so much with writing notes. I just talk about my visit and AI puts it into the categories of my note. It has cut down on documentation time!! Pros The customer service is great. If you can't find the answer in their knowledge base, then you put a ticket in and someone gets back to you same or next day. Cons I felt it was complicated at first but after watching some training videos, I figured things out. Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) I needed more functions like e prescribe and others Review Source SK Sharon K. Nurse Practitioner Health, Wellness and Fitness Used the software for: 2+ years ### "I am very happy!" May 14, 2025 5.0 very good - tech support has been very helpful with our issues and I am happy with the timeliness of response times. Pros Optimantra is geared toward functional medicine practices and makes charting non-traditional features easy. Cons my MA cannot enter diagnostics in a session while I am charting concurrently. When she enters her results in a general note, I lose all the supplements and continuity is broken with carrying forward the supplements to the next appointment. Very inconvenient. Alternatives considered [CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/) Reason for choosing OptiMantra more functionality in Optimantra and better organization Review Source KD Kristi D. Owner, Nurse Practitioner Medical Practice Used the software for: 1-2 years ### "Great experience! " April 29, 2025 5.0 It has been wonderful! I wish I would have started with optimantra from the beginning. Pros I love that it can do all of the things I need to help me run my practice seamlessly. Cons When I transferred from my previous EMR a lot of patient information was left out with the transfer and patients emergency contacts were put in the system as patients. Alternatives considered [Epic](https://www.capterra.com/p/122278/EpicCare-EMR/)[Athena](https://www.capterra.com/p/155897/Athena/) Reason for choosing OptiMantra The cost, functions I desired. Ease of use Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) The functions/features of Optimantra were what I was looking for. Review Source JL Jeni L. Nurse Practitioner Hospital & Health Care Used the software for: Less than 6 months ### "Great customer service!" March 9, 2026 5.0 Overall is has been exceptional. Responsiveness from their team is great. The training was comprehensive and it was easy to set up and jump right in to seeing patients. Very cost affordable as well. Pros Customer service - very responsive and so many options on how to get needs met. I have always had a fast response which is crucial in this industry. Cons Notes - I just don't love the flow of the notes. I would like to have the option for a basic quick phone note to be generated. Review Source AS Amanda S. PA-C - Owner Operator Medical Practice Used the software for: 2+ years ### "Vitality Loves OptiMantra" April 29, 2025 5.0 OptiMantra is a good fit for our practice. It is easy to train new staff on and has may ways or options to get to the same areas of the system. Pros The ease of use. It is a complex yet simple enough system to learn. I also like that I can add to or change templates. Cons Not being able to block my "other staff" from going into the "Settings Area" of the program. I click the link "no access" but they are still able to open the Settings Area Alternatives considered [Medisoft](https://www.capterra.com/p/266691/Medisoft/)[eClinicalWorks](https://www.capterra.com/p/120360/eClinicalWorks/) Reason for choosing OptiMantra Ease of use for our specific needs. Cost Effectiveness Review Source BB Beth B. Owner Health, Wellness and Fitness Used the software for: 1-2 years ### "Great choice economical and functional" May 8, 2025 5.0 I have used it for about a year and a half and have been very pleased overall. easy online scheduling and intake for patients. Pros Pleasing to the eyes and easy to use. Very customizable to suit a variety of needs. Customer service is extremely responsive and helpful Cons insurance billing functionality. It works well for primary but we have had some issues with patients who have secondary. Alternatives considered [CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/) Reason for choosing OptiMantra recommendations from others and the ease of set up Switched from [NextGen Office](https://www.capterra.com/p/31268/NextGen-Ambulatory-EHR/) cost, billing issues, recommendations from other providers Review Source JP Jana P. Nurse Practitioner Alternative Medicine Used the software for: 1-2 years ### "Optimantra has fabulous support. " May 19, 2025 5.0 I have been very pleased with my experience and I would readily recommend Optimantra to a fellow clinician. Pros Very receptive support. I can always get a fast response and support by telephone or video chat. Cons A little basic. I would like some more color and aesthetically pleasing graphics. Alternatives considered [Cerbo](https://www.capterra.com/p/211395/Cerbo/)[Practice Better](https://www.capterra.com/p/159263/Better/) Reason for choosing OptiMantra Very reasonable price, good reviews and discounts offered Switched from [CharmHealth](https://www.capterra.com/p/120340/ChARM-EHR/) Not very intuitive. Difficult to get support and answers to questions. Review Source TS Tara S. Clinic Manager Health, Wellness and Fitness Used the software for: 1-2 years ### "Best Out There" May 21, 2025 5.0 Overall, we love Optimantra, really versatile and pretty easy to use and customize things to your liking. Gets better every quarter! Pros Pretty customizable and constant updates and improvements. Quick ticket turnaround. The only program on the market that offers billing, scheduling, charting and inventory management all in one. Cons Some inefficiencies in day to day use, little things like how things sort and how things look that take a few seconds longer to find what you are looking for, sometimes causing mild frustration. Switched from [Practice Fusion](https://www.capterra.com/p/266915/Practice-Fusion/) Wanted more than just scheduling, pricing was out of our range Review Source KK Kris K. Owner Health, Wellness and Fitness Used the software for: 2+ years ### "Super nice EMR/Practice Management Program" May 27, 2025 5.0 We started using Optimantra 8 years or so ago and have been extremely happy with it, Optimantra handles every part of our practice. Pros Well thought out, easy to use, and if you ever have issues, which is rare, the Optimantra team is amazing. Cons The reporting is not the most intuitive. It is very robust and meets all our needs, it is just not super easy. And the password reset function needs some tweaking, in my opinion. Switched from [Claris FileMaker](https://www.capterra.com/p/162784/FileMaker/) More cost effective to use a commercial offering than continue tweaking our own. Review Source BR Brandi R. Co-Owner Health, Wellness and Fitness Used the software for: 6-12 months ### "Very pleased with the decision to switch" December 10, 2024 5.0 A little over a year ago, our small clinic had outgrown our EMR/ practice management system and we were looking for something that was a better fit. We made the decision to give OptiMantra a try. \[sensitive content hidden\] and the rest of the support team were great from the beginning, helping us get set up and transition from our old system to the new and hold our hands through the beginning stages, lol! Throughout the last year, they have continued to listen to the needs of their clients and make changes and adjustments to the system that have helped even more. We are thankful we made the change and pleased with the personal service OM has continued to give! - Brandi and \[sensitive content hidden\] Attain Wellness Pros The customer service/ help team is very friendly and ready to help Cons Not much to complain about. There are some features that don't apply to our needs but this is not really anything that is bad, just not applicable for our practice. Alternatives considered [Jane](https://www.capterra.com/p/178984/Jane-App/) Reason for choosing OptiMantra After speaking with the rep and Jane presentation looked overwhelming Switched from [SimplePractice](https://www.capterra.com/p/130710/SimplePractice/) Simple Practice could no longer meet our needs as we grew Review Source MB Michele B. Owner Health, Wellness and Fitness Used the software for: 1-2 years ### "Great EMR for a small practice " May 8, 2025 5.0 Great. Very good support. Cost effective. Easy to use. Has electronic prescription option. Pros Easy to read schedule template. Easy checkout. Sends patient info to them. Cons If my day has several patients already scheduled, I have to click into another day to schedule another appointment for that day on the monthly view. Switched from [Jane](https://www.capterra.com/p/178984/Jane-App/) I didn't care for their platform. NA NA Review Source GS Glenn S. acupuncturist Alternative Medicine Used the software for: 2+ years ### "great and easy to use program for Acupuncturists!!" May 13, 2025 5.0 all good, very responsive to any issues ease of use is top notch Pros great program, easy to use, and very friendly staff Cons waitlist is no better than a excel spreadsheet Switched from [Booker](https://www.capterra.com/p/90708/Booker/) ease of use, price, customer relations and need Review Source KK Kim K. Office Manager Medical Practice Used the software for: 1-2 years ### "OptiMantra Review - Klomparens, Kim" May 14, 2025 4.0 My experience with OptiMantra has been positive, and overall very good! Pros Easy to learn how to use, the Support Team is very knowledgeable, helpful and responsive to our tickets and questions! Cons For forms, consents and other documents that are used frequently it would be nice to have a document/form number associated with each file. Also, adding the ability to export a list of the forms would be helpful. Switched from [PatientNow](https://www.capterra.com/p/92269/PatientNOW/) Many reasons, one was how frustrating it was to resolve issues. Review Source LB Lanika B. Owner Alternative Medicine Used the software for: 2+ years ### "Fantastic EMR" May 27, 2025 5.0 Fantastic! The on-boarding was great. It is extremely customizable for an individual practice. The integrated video calls and credit card processing make my solo practice actually workable! Pros Fantastic customizable product with frequent seamless upgrades and prompt and caring customer service. Cons Some of the add-ons I want are available but for an extra charge such as the same-day text reminders. Review Source Similar Products Featured ## Related categories [Medical Spa](https://www.capterra.com/medical-spa-software/)[Primary Care EHR](https://www.capterra.com/primary-care-ehr-software/)[Psychiatry Electronic Medical Records](https://www.capterra.com/psychiatry-electronic-medical-records-emr-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.